The Customers tab serves as a central hub for all customer-related data, including contact information, completed and incomplete orders, and other valuable historical details.
In addition, you can adjust existing Orders or create new ones on behalf of your customers, making it a versatile tool for managing customer interactions and order workflows.
Search
Like the Orders, Products, Workflows, and other components of the Spiff Hub, the Customers section includes a powerful search function with customizable filters to help you quickly locate the customer you need. You can use the search bar to look up customers by email or name or apply filters for more precise and targeted searches.
